1 - Develop Your Wealth Strategy

  • Learn and define your goals and objectives
  • Construct a detailed investment plan that addresses your six key wealth management issues:
  • Investment analysis, debt analysis, retirement funding, estate investment planning, insurance and education funding
  • Develop multiple investment solutions for you

2 - Presentation

  • Present, review and refine both your investment plan and your solutions

3 - Implementation

  • Execute our implementation process:
  • Complete paperwork, fund accounts, explain mailings, set up online access and review first statement
  • Ensure that you understand each step and are comfortable throughout the entire process

4 - Communication and Reporting

  • Review and update performance
  • Summarize economic outlook and review investment strategy
  • Contact you to address any outstanding administrative issues
  • Conduct an in-person comprehensive review of your financial and investment allocation